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Payments

Apply each payment to the right invoice.

Read remittance evidence, check balances and approvals, and post the allocation to the correct invoice.

Payments workspace
01

Match remittance to invoices

02

Respect approval requirements

03

Verify the posting and balance

Recorded browser workflow

Recorded cash-application workflow with checkable final state.

Build around your payments workflow.

Define what your agent needs to do, the tools it uses, and what a correct outcome looks like.